Value Investing Congress – Ben Graham Fellowship: Top Ideas


In this special edition of ValueNews, the VIC highlight the five winning stock write-ups from the Fall 2014 Benjamin Graham Fellowship competition, sponsored by Upgrade Capital and the Value Investing Congress.

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Warren Buffett’s 2018 Activist Investment

Berkshire Hathaway Warren BuffettMost investors are aware of Warren Buffett's most high profile long-term investments. However, there is one long term investment that is often overlooked. Q2 2020 hedge fund letters, conferences and more This is building materials maker USG, which was owned by Berkshire Hathaway for more than 17 years before it was acquired in 2018. If Read More


 Value Investing Congress – Tetragon: A 60-Cent Dollar?

Darrell Leong’s write-up of Tetragon Financial Group Limited (AMS:TFG) won him a Benjamin Graham Fellowship. Read the full article and download the write-up.

Darrell Leong Long TFG

Nationstar: Banking on Mortgages

Jonathon Clements’ write-up of Nationstar Mortgage Holdings Inc (NYSE:NSM) won him a Benjamin Graham Fellowship. Read the full article and download the write-up.

Jonathon Clements Long NSM

KONE: Elevators Going Down?

Pavel Kaganas’ write-up of KONE Corporation (HEL:KNEBV) won him a Benjamin Graham Fellowship. Read the full article and download the write-up.

Pavel Kaganas Short KNEBV

Chemtura: Good Chemistry

Shaun Currie’s write-up of Chemtura Corp (NYSE:CHMT) won him a Benjamin Graham Fellowship. Read the full article and download the write-up.

Shaun Currie Long CHMT

Ebay: Buy It Now?

Thomas Li’s write-up of eBay Inc (NASDAQ:EBAY) won him a Benjamin Graham Fellowship. Read the full article and download the write-up.

Thomas Li Long EBAY